See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,558 | $53,127-14.2% | $86,590-47.4% | $70,131-35.0% |
| Participation rate | 98.5% | 65.3%+33.2pp | 73.5%+25.0pp | 69.5%+29.0pp |
| Annual return | 16.35% | 27.66%-11.3pp | 964.84%-948.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $2,378 | $2,068+15.0% | $2,839-16.2% | $2,342+1.5% |
| Participant deferral / active EE | $4,447 | $2,696+65.0% | $3,609+23.2% | $3,332+33.5% |
| Admin fee / account holder | $432 | $3,585-87.9% | $4,906-91.2% | $4,645-90.7% |